WPC vs. REET
Compare and contrast key facts about W. P. Carey Inc. (WPC) and iShares Global REIT ETF (REET).
REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WPC or REET.
Correlation
The correlation between WPC and REET is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WPC vs. REET - Performance Comparison
Key characteristics
WPC:
0.89
REET:
0.43
WPC:
1.36
REET:
0.67
WPC:
1.17
REET:
1.08
WPC:
0.57
REET:
0.27
WPC:
2.54
REET:
1.23
WPC:
7.17%
REET:
5.22%
WPC:
20.49%
REET:
14.74%
WPC:
-52.45%
REET:
-44.59%
WPC:
-17.04%
REET:
-14.58%
Returns By Period
In the year-to-date period, WPC achieves a 14.29% return, which is significantly higher than REET's -0.58% return. Over the past 10 years, WPC has outperformed REET with an annualized return of 5.10%, while REET has yielded a comparatively lower 2.62% annualized return.
WPC
14.29%
-3.41%
3.74%
18.67%
10.89%
5.10%
REET
-0.58%
-4.21%
-7.44%
6.40%
9.80%
2.62%
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Risk-Adjusted Performance
WPC vs. REET — Risk-Adjusted Performance Rank
WPC
REET
WPC vs. REET - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for W. P. Carey Inc. (WPC) and iShares Global REIT ETF (REET). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
WPC vs. REET - Dividend Comparison
WPC's dividend yield for the trailing twelve months is around 5.73%, more than REET's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPC W. P. Carey Inc. | 5.73% | 6.41% | 6.17% | 5.43% | 5.12% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.48% | 5.26% |
REET iShares Global REIT ETF | 3.64% | 3.63% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% |
Drawdowns
WPC vs. REET - Drawdown Comparison
The maximum WPC drawdown since its inception was -52.45%, which is greater than REET's maximum drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for WPC and REET. For additional features, visit the drawdowns tool.
Volatility
WPC vs. REET - Volatility Comparison
W. P. Carey Inc. (WPC) and iShares Global REIT ETF (REET) have volatilities of 5.67% and 5.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.